Position in INVH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$531,491
+$110,056 QoQ
Shares Held
21,388
+41.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INVH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Capital Square, LLC holds $4,599,473 across 10 REIT - Residential names. INVH ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
8,415 | $1,059,953 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
13,080 | $816,453 | |
| 3 | CPT |
Camden Property Trust
|
5,704 | $557,052 | |
| 4 | INVH |
Invitation Homes Inc.
This page
|
21,388 | $531,491 | |
| 5 | CSR |
Centerspace
|
6,646 | $381,812 | |
| 6 | BRT |
BRT Apartments Corp.
|
20,717 | $276,364 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,620 | $264,627 | |
| 8 | UMH |
Umh Properties, Inc.
|
17,245 | $248,845 |
All Filings in INVH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,491 | 21,388 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $421,435 | 15,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $701,280 | 23,910 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $792,021 | 24,147 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $814,479 | 23,371 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $759,958 | 23,771 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $836,578 | 23,726 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $840,472 | 23,418 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $598,746 | 16,814 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $494,322 | 14,492 | Shares | Sole | 2024-01-26 | |
| 2020-03-31 | $21,113 | 988 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||